Integrating Personio Employee Upload into Honestly
We know what a hassle it is to keep multiple tools up to date, track status changes of your employees in your main HR-Management Solution and also keep them updated in the Honestly Application.
Go to Integrations ↗ · Opens the webapp — please log in firstWe know what a hassle it is to keep multiple tools up to date, track status changes of your employees in your main HR-Management Solution and also keep them updated in the Honestly Application.We constantly add new integrations and we are happy to receive feedback from you about the next solution we should integrate with.How to connect
To sync your employee data with Honestly, we need access through Personio’s Employee Data API.To do this, simply navigate to the “Menu” in our tool and select the “Integration” item.The next step is to create a new access API in your Personio account.To do this, go to your settings and search API access data.\Now you need to configure the API\in this step you give it read permissions and define which attributes will be sent to our system.Name*Last name*Email*Department*GenderPositionSupervisorand many moreEmployees who are created in Personio but have not started to work at your company yet will not be added to the Honestly account (Hire Date must be whitelisted for this)The more attributes you use, the more effectively you can distribute surveys to specific groups later.*marked attributes are mandatory fields and must be released for the system
all other attributes are optional but will help you to improve the evaluation.
If you have now marked all employee attributes you would like to have in our system,
a client ID and a secret code will be generated.Now go back to the Honestly System and click on “Connect”.\Now copy the generated Client-ID into the provided tab as well as the Secret-Key,
now both systems should configure with each other.Your employees should have been transferred from Personio with the attributes you provided, and any changes that are now made in Personio - adding/removing employees, changing departments or positions will now be automatically adjusted in our system.
If only the label of a value changes, such as a name after marriage, rename the value in Honestly first under Employees → Attribute Management and only then change it in Personio. Otherwise the sync creates a second value and the survey history is split across the two. See How do I change an attribute value without losing comparability?
When employees are no longer sent from the Personio API (e.g. when they leave the company temporarily or permanently), they are also deleted in the Honestly account (termination date and status should be whitelisted for this ideally).Feedbacks given by the deleted employees in the past will remain in the account.Synchronization runs every 12 hours and updates all employee and group information you provide through the API.When importing, Personio sends the language for each employee, which is set as the default during the integration setup. This language is then assigned to the employees.Once this language has been changed for employees that already exist in Honestly, the following rule applies: “Existing language is retained.”In practice, this means: If you have manually adjusted the language of employees that were sent from Personio before, this language will be retained for these existing employees.Should you encounter any problems when setting up the system, please contact your responsible Customer Success Manager (CSM) and we will assist you.
If you create a new attribute in Personio after the integration is set up, Honestly does not pick it up automatically. The synchronization only fills attributes that already exist in Honestly. To add a new attribute:
Create the attribute in Personio and tick it under Settings → API credentials in the readable employee attributes.
In Honestly, go to Employees → Attribute Management and click Add to create an attribute. The attribute name must match the name in Personio exactly, including upper and lower case. Personio sends standard fields with their English name (e.g. Department) and custom fields with the name you gave them in Personio.
Start the synchronization under Integrations with Import on the Personio card, or wait for the next automatic run.
Honestly creates the values as options during the import, so you do not need to enter them in advance. You can find more about attributes in What are attributes and how are they used?
Without step 2, the import still reports Successful import and the new attribute is skipped without any warning. You do not need to disconnect and reconnect the integration.
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https://mintcdn.com/honestly/RHnmdNI6i6v29PMC/images/1e988d8d2047.png?w=1100\u0026fit=max\u0026auto=format\u0026n=RHnmdNI6i6v29PMC\u0026q=85\u0026s=1a2439bf1092f5d48147164216c96554 1100w, https://mintcdn.com/honestly/RHnmdNI6i6v29PMC/images/1e988d8d2047.png?w=1650\u0026fit=max\u0026auto=format\u0026n=RHnmdNI6i6v29PMC\u0026q=85\u0026s=548285d402283501c68bda77349dd255 1650w, https://mintcdn.com/honestly/RHnmdNI6i6v29PMC/images/1e988d8d2047.png?w=2500\u0026fit=max\u0026auto=format\u0026n=RHnmdNI6i6v29PMC\u0026q=85\u0026s=dfcdcb8df9c55674f9e61704714dfdab 2500w`}),`\n`,_jsx(_components.p,{children:`in this step you give it read permissions and define which attributes will be sent to our system.`}),`\n`,_jsx(_components.p,{children:`Name*`}),`\n`,_jsx(_components.p,{children:`Last name*`}),`\n`,_jsx(_components.p,{children:`Email*`}),`\n`,_jsx(_components.p,{children:`Department*`}),`\n`,_jsx(_components.p,{children:`Gender`}),`\n`,_jsx(_components.p,{children:`Position`}),`\n`,_jsx(_components.p,{children:`Supervisor`}),`\n`,_jsx(_components.p,{children:`and many more`}),`\n`,_jsx(_components.p,{children:`Employees who are created in Personio but have not started to work at your company yet will not be added to the Honestly account (Hire Date must be whitelisted for this)`}),`\n`,_jsx(_components.p,{children:`The more attributes you use, the more effectively you can distribute surveys to specific groups later.`}),`\n`,_jsxs(_components.p,{children:[`*marked attributes are mandatory fields and must be released for the system`,_jsx(_components.br,{}),`\n`,`all other attributes are optional but will help you to improve the evaluation.`,_jsx(_components.br,{}),`\n`,_jsx(OptimizedImage,{src:`https://mintcdn.com/honestly/iyFkM6_8NJ4WWHPk/images/637ee6cfb37b.png?fit=max\u0026auto=format\u0026n=iyFkM6_8NJ4WWHPk\u0026q=85\u0026s=04eaf7680687e5ff30f820446759b822`,alt:``,\"data-og-width\":`330`,width:`330`,\"data-og-height\":`251`,height:`251`,\"data-path\":`images/637ee6cfb37b.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/honestly/iyFkM6_8NJ4WWHPk/images/637ee6cfb37b.png?w=280\u0026fit=max\u0026auto=format\u0026n=iyFkM6_8NJ4WWHPk\u0026q=85\u0026s=8ab8af371432b95752c527bb23915188 280w, https://mintcdn.com/honestly/iyFkM6_8NJ4WWHPk/images/637ee6cfb37b.png?w=560\u0026fit=max\u0026auto=format\u0026n=iyFkM6_8NJ4WWHPk\u0026q=85\u0026s=3a04f0204e1fd6d9fea9ae3fd790eb54 560w, https://mintcdn.com/honestly/iyFkM6_8NJ4WWHPk/images/637ee6cfb37b.png?w=840\u0026fit=max\u0026auto=format\u0026n=iyFkM6_8NJ4WWHPk\u0026q=85\u0026s=2599306becef9e3777f176af16887c81 840w, https://mintcdn.com/honestly/iyFkM6_8NJ4WWHPk/images/637ee6cfb37b.png?w=1100\u0026fit=max\u0026auto=format\u0026n=iyFkM6_8NJ4WWHPk\u0026q=85\u0026s=adb8536047e3423fe45da69e9355521d 1100w, https://mintcdn.com/honestly/iyFkM6_8NJ4WWHPk/images/637ee6cfb37b.png?w=1650\u0026fit=max\u0026auto=format\u0026n=iyFkM6_8NJ4WWHPk\u0026q=85\u0026s=981f72abd05d0b012246ee7818bfa8d6 1650w, https://mintcdn.com/honestly/iyFkM6_8NJ4WWHPk/images/637ee6cfb37b.png?w=2500\u0026fit=max\u0026auto=format\u0026n=iyFkM6_8NJ4WWHPk\u0026q=85\u0026s=209b7c35bba2d6bc5e835c18482f0d4a 2500w`}),_jsx(_components.br,{}),`\n`,`If you have now marked all employee attributes you would like to have in our system,`,_jsx(_components.br,{}),`\n`,`a client ID and a secret code will be generated.`]}),`\n`,_jsx(_components.p,{children:`Now go back to the Honestly System and click on “Connect”.\\\\`}),`\n`,_jsx(OptimizedImage,{src:`https://mintcdn.com/honestly/VMRjyUj_k3T5egLO/images/d0a7665f4312.png?fit=max\u0026auto=format\u0026n=VMRjyUj_k3T5egLO\u0026q=85\u0026s=68ed7ae07d4798a32e925734ec3bb120`,alt:`Bildschirmfoto 2021-09-07 um 14.47.22`,\"data-og-width\":`325`,width:`325`,\"data-og-height\":`236`,height:`236`,\"data-path\":`images/d0a7665f4312.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/honestly/VMRjyUj_k3T5egLO/images/d0a7665f4312.png?w=280\u0026fit=max\u0026auto=format\u0026n=VMRjyUj_k3T5egLO\u0026q=85\u0026s=ff40b25eda03ca717f85c18d5c8407e5 280w, https://mintcdn.com/honestly/VMRjyUj_k3T5egLO/images/d0a7665f4312.png?w=560\u0026fit=max\u0026auto=format\u0026n=VMRjyUj_k3T5egLO\u0026q=85\u0026s=6f829f36d903fc03af444b8d263a9c4f 560w, https://mintcdn.com/honestly/VMRjyUj_k3T5egLO/images/d0a7665f4312.png?w=840\u0026fit=max\u0026auto=format\u0026n=VMRjyUj_k3T5egLO\u0026q=85\u0026s=200de72dd653e075735b37b54aee148d 840w, https://mintcdn.com/honestly/VMRjyUj_k3T5egLO/images/d0a7665f4312.png?w=1100\u0026fit=max\u0026auto=format\u0026n=VMRjyUj_k3T5egLO\u0026q=85\u0026s=5dce033bdd91940645f0a8a7052d6492 1100w, https://mintcdn.com/honestly/VMRjyUj_k3T5egLO/images/d0a7665f4312.png?w=1650\u0026fit=max\u0026auto=format\u0026n=VMRjyUj_k3T5egLO\u0026q=85\u0026s=ae00028c0f90de3ae5cecefc479ecb4f 1650w, https://mintcdn.com/honestly/VMRjyUj_k3T5egLO/images/d0a7665f4312.png?w=2500\u0026fit=max\u0026auto=format\u0026n=VMRjyUj_k3T5egLO\u0026q=85\u0026s=203250895b13141202442187c99235c1 2500w`}),`\n`,_jsxs(_components.p,{children:[`Now copy the generated Client-ID into the provided tab as well as the Secret-Key,`,_jsx(_components.br,{}),`\n`,`now both systems should configure with each other.`]}),`\n`,_jsx(_components.p,{children:`Your employees should have been transferred from Personio with the attributes you provided, and any changes that are now made in Personio - adding/removing employees, changing departments or positions will now be automatically adjusted in our system.`}),`\n`,_jsx(Note,{children:_jsxs(_components.p,{children:[`If only the label of a value changes, such as a name after marriage, rename the value in Honestly first under `,_jsx(_components.strong,{children:`Employees → Attribute Management`}),` and only then change it in Personio. Otherwise the sync creates a second value and the survey history is split across the two. See `,_jsx(_components.a,{href:`/help/employees/change-attribute-value`,children:`How do I change an attribute value without losing comparability?`})]})}),`\n`,_jsx(_components.p,{children:`When employees are no longer sent from the Personio API (e.g. when they leave the company temporarily or permanently), they are also deleted in the Honestly account (termination date and status should be whitelisted for this ideally).`}),`\n`,_jsx(_components.p,{children:_jsx(_components.strong,{children:`Feedbacks given by the deleted employees in the past will remain in the account.`})}),`\n`,_jsx(_components.p,{children:`Synchronization runs every 12 hours and updates all employee and group information you provide through the API.`}),`\n`,_jsx(_components.p,{children:`When importing, Personio sends the language for each employee, which is set as the default during the integration setup. This language is then assigned to the employees.`}),`\n`,_jsx(_components.p,{children:`Once this language has been changed for employees that already exist in Honestly, the following rule applies: “Existing language is retained.”`}),`\n`,_jsx(_components.p,{children:`In practice, this means: If you have manually adjusted the language of employees that were sent from Personio before, this language will be retained for these existing employees.`}),`\n`,_jsx(_components.p,{children:`Should you encounter any problems when setting up the system, please contact your responsible Customer Success Manager (CSM) and we will assist you.`}),`\n`,_jsx(Heading,{level:`3`,id:`add-a-new-attribute-later`,children:`Add a new attribute later`}),`\n`,_jsx(_components.p,{children:`If you create a new attribute in Personio after the integration is set up, Honestly does not pick it up automatically. The synchronization only fills attributes that already exist in Honestly. To add a new attribute:`}),`\n`,_jsxs(_components.ol,{children:[`\n`,_jsxs(_components.li,{children:[`Create the attribute in Personio and tick it under `,_jsx(_components.strong,{children:`Settings → API credentials`}),` in the readable employee attributes.`]}),`\n`,_jsxs(_components.li,{children:[`In Honestly, go to `,_jsx(_components.strong,{children:`Employees → Attribute Management`}),` and click `,_jsx(_components.strong,{children:`Add`}),` to create an attribute. The `,_jsx(_components.strong,{children:`attribute name`}),` must match the name in Personio exactly, including upper and lower case. Personio sends standard fields with their English name (e.g. Department) and custom fields with the name you gave them in Personio.`]}),`\n`,_jsxs(_components.li,{children:[`Start the synchronization under `,_jsx(_components.strong,{children:`Integrations`}),` with `,_jsx(_components.strong,{children:`Import`}),` on the Personio card, or wait for the next automatic run.`]}),`\n`]}),`\n`,_jsxs(_components.p,{children:[`Honestly creates the values as options during the import, so you do not need to enter them in advance. You can find more about attributes in `,_jsx(_components.a,{href:`/help/employees/attributes`,children:`What are attributes and how are they used?`})]}),`\n`,_jsx(Note,{children:_jsxs(_components.p,{children:[`Without step 2, the import still reports `,_jsx(_components.em,{children:`Successful import`}),` and the new attribute is skipped without any warning. You do not need to disconnect and reconnect the integration.`]})}),`\n`,_jsx(Heading,{level:`3`,id:`related-articles`,children:`Related articles`}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:_jsx(_components.a,{href:`/help/employees/sync-hr-data`,children:`How do I synchronize my employee data with my HR system?`})}),`\n`,_jsx(_components.li,{children:_jsx(_components.a,{href:`/help/integrations/hcm-via-kombo`,children:`How do I connect an HCM integration via Kombo?`})}),`\n`,_jsx(_components.li,{children:_jsx(_components.a,{href:`/help/employees/check-import-source`,children:`How can I check the source of my imported employees?`})}),`\n`,_jsx(_components.li,{children:_jsx(_components.a,{href:`/help/integrations/rest-api-employee-import`,children:`How do I import employees via the REST API?`})}),`\n`,_jsx(_components.li,{children:_jsx(_components.a,{href:`/help/employees/attributes`,children:`What are attributes and how are they 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